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“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process …
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“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”
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“Focusing on building long-term relationships with managers has — over time — enabled us to take advantage of opportunities that are not available to other institutional investors.”
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“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
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“Great relational database for information tracking, contact management, client management, distribution, and accounting.”
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“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …
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"Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning."
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“I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
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“I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of …
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"Early on, the value of Backstop software came from making things we were already doing better. Now they’re helping us do things we hadn’t even contemplated or anticipated.”
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“The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”
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“We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”
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“Follow up very responsive and creative with solutions. Client focused.”